Joel Mayer
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FAQ: Field Population for Excluded Users
If a user is excluded from gating, will contact and account fields still populate? Yes if a user who is not subject to gating creates an opportunity from the contact related list, the configured f...
FAQ: Field Mapping Restrictions
Are there any restrictions on what fields can be mapped? Opportunity Gatekeeper can map both standard and custom fields, however, there are technical restrictions that prevent us from supporting t...
FAQ: Enforcement Exceptions
Can I make exceptions to enforcement? Yes, Opportunity Gatekeeper allows you to specify an organization wide default of either "Gating Enforced" or "Gating Unenforced", you can then specify users ...
FAQ: Adding a New Opportunity Field
I've Added a new opportunity field, but it is not available in the dropdown? Save any changes you have made on the configuration tab and refresh the page. If you are still not seeing the field, m...
Matchmaker and Campaign Influence Metrics
View and attribute revenue to responses related to leadsResponse Management campaign influence calculations attribute revenue to marketing responses related to opportunities. This allows you to rep...
Enhanced Lead Assignment with Matchmaker
Enhanced Lead AssignmentResponse Management is designed with third party assignment tools in mind. Lead assignment can be configured to assign the lead to a temporary user or Queue. Response Manage...
FCI Release Notes for Matchmaker 1.16
Release Schedule Name Description Date Sandbox Update All installs in Sandboxes will receive ...
FCI Release Notes for Matchmaker 1.12
Release Schedule Name Description Date Sandbox Update All Matchmaker installations in sandboxes will receive an automatic update May 17, 2018 Production Update All Matchmaker installations...
FCI Release Notes for Matchmaker 1.11.9
Release Schedule Name Description Date Sandbox Update All Matchmaker installations in sandbox...
FCI Release Notes for Matchmaker 1.11.8
Release Schedule Name Description Date Sandbox Update All Matchmaker installations in sandbox...